Method Community

Hello Afrodite, It should be possible.  The invoice table holds an AppliedAmount and Terms field.  The AppliedAmount holds the Receive Payments that have been put towards an invoice.  The terms have the payment terms for the customer/invoice.  I would say you need to do a Retrieve Value From Table action that gets records for ...

I would like to add the parent/child functionality native to Quickbooks and implemented in Method to allow customer equipment to have "children."  This is done in the Customer/Job relationship.  Does anybody have ideas as to how to get started on this.  I give a very simple illustration: A customer has a truck that ...

When in the "Add/Edit Contact" screen, there is not way to change the "Contact Type". Is there any easy way to change that. We have some customer that have 3-4 contacts, but we would like to choose which one post to Quickbooks. Also, when youre adding a second contact to a customer, there is no way to assign it as the ...

2 questions: INactive customers - do they all come over with the first sync?   Client signed up for CRM & FSM and needs to run parallel with their current FSM product that is syncing to QB.  In order to test though, we need to sync QB to Method. How do we work with a non-live file while doing customization for them and ...

OK, it now says client does not have permission to send on behalf of the from address.

Hi Bryan, Strange -- can you try to send another test email and let me know? I'll check our email queue to see if it's getting stuck on anything. Your'e using the SMTP settings that Office 365 provided? I'm not sure which ports you've tried, but give 465 (with SSL), 587 (with SSL) and 25 (without SSL) a try as well. Naeem

Hi Naeem, I just want to reconfigure my smtp so I can send emails through method. I had it working this morning using the office 365 mail server, but it stopped shortly after that. Any suggestions? Bryan

Outlook and the plugin work fine as the desktop client for Office 365 using and Exchange connection type.

Hi Bryan, Unfortunately, at this time we don't offer native support for Office 365 -- it's in development. The only thing I can think of is that some versions of Office 365 may offer you the ability to use a Desktp client with it, in which case the plugin may work, but otherwise there's no real way to integrate it ...

Hey Guys, we just migrated from an on premise server to office 365. Can you tell me how to set up emails to flow from method using this new service? Thanks Bryan